This feature allows you to easily reorganize or reuse categories across different templates or reports. Whether you're looking to move a category within the same report or copy it to another location, here's how to do it:
Steps to Move or Copy a Category:
Locate the Category:
Find the category you want to move or copy in the navigation panel.
Open the Menu:
Click the three-dot menu (Ellipses) next to the category name.
Select “Move or Copy Category”:
In the dropdown menu, choose the “Move or copy category” option.
Choose Action and Destination:
In the popup, decide whether you want to move or copy the category. Then, select the destination for the category (whether within the same report or a different location).
Confirm the Action:
Confirm your choice to apply the changes.
Tip:
Use the “Move” option to reorganize categories within the same report, and the “Copy” option to replicate the content in another location, whether within the same report or across different templates.
If you have any doubts or questions about this process please let us know! You can reach us by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.